Financial Advice
Navigating finances can be complex, but you don’t have to do it alone.
Supporting members through their financial journey
Navigating finances can be complex, but you don’t have to do it alone.
We have engaged a Financial Adviser from Industry Fund Services1 to provide you with the information you need to make informed decisions and reach your financial milestones.
Whether you’re planning for retirement, saving for a major purchase, or simply looking to manage your finances more effectively, comprehensive financial planning services are available to help.
Through this partnership, you can access support to tailored financial planning solutions designed to help you meet your long-term and/or short-term goals and objectives.
1 ABN 54 007 016 195 AFSL 232514
How we can help
We want to bring financial education to you, so you and your family have confidence when making decisions. We can run toolboxes on-site tailored to the needs of you and your workforce.
Over 15 minutes, a Financial Adviser will run through things to keep in mind when it comes to your personal finance and some practical tips. They’ll also be able to answer any general questions you have following the session.
You can register your interest in these toolboxes here.
Take the first step towards financial freedom with a free financial health check
We are excited to announce that February is Advice Month where members and their families can take advantage of a financial health check at no additional cost from a qualified Financial Adviser.
What’s in it for you?
- Personalised Projections: Receive insight and guidance to help you towards your financial needs and goals.
- Confidential Discussions: Your privacy is our priority and what is discussed in these sessions will never be shared outside of this meeting.
- Convenient Meetings: Choose between online sessions via Microsoft Teams or face-to-face meetings on set days.
How to Book
- Visit our Booking Page.
- Select a convenient time for your one-hour session.
- Choose your preferred meeting type: online or face-to-face.
- Receive an email with the Microsoft Teams link for online meetings or details for face-to-face meetings.
We have partnered with OwnMoney to provide members with access to online financial advice courses at no additional cost to Incolink members.
Members can access these courses here - Click to login
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Whatever financial stage you're at, help is available guide you through it.
If you have any questions about these services, please give us a call on 03 9668 3074 or email donae@incolink.org.au.
Financial Services Guide
The Financial Services Guide (FSG) provides information about the services the Adviser and IFS can provide, how representatives are remunerated, and how to access their complaints process.